Purchases and Sales Made in Q3 2021 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q3 2021. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 200 GROWTH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
90+ 63.83% |
$13.6K - $14.7K
|
231
$54.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
74+ 0.24% |
$11.2K - $12.1K
|
31.4K
$7.41M
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
70+ 4.55% |
$10.6K - $11.4K
|
1.61K
$380K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
57New |
$8.61K - $9.31K
|
57
$13.5K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
54+ 1.35% |
$8.16K - $8.82K
|
4.07K
$960K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
44+ 0.35% |
$6.65K - $7.18K
|
12.5K
$2.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 1.86% |
$4.53K - $4.9K
|
1.64K
$388K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
30+ 6.06% |
$4.53K - $4.9K
|
525
$124K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
21+ 61.76% |
$3.17K - $3.43K
|
55
$13K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13+ 0.86% |
$1.96K - $2.12K
|
1.52K
$358K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 0.23% |
$1.51K - $1.63K
|
4.42K
$1.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10+ 2.0% |
$1.51K - $1.63K
|
510
$120K
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9+ 0.15% |
$1.36K - $1.47K
|
5.89K
$1.39M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 0.1% |
$756 - $816
|
5.24K
$1.24M
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.06% |
$151 - $163
|
1.64K
$387K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$151 - $163
|
1.35K
$319K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2- 0.33% |
$302 - $327
|
606
$143K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2- 0.08% |
$302 - $327
|
2.5K
$589K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7- 0.9% |
$1.06K - $1.14K
|
769
$182K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8- 0.18% |
$1.21K - $1.31K
|
4.39K
$1.04M
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-20- 0.6% |
$3.02K - $3.27K
|
3.31K
$782K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-41- 16.47% |
$6.2K - $6.69K
|
208
$49.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-43- 1.61% |
$6.5K - $7.02K
|
2.63K
$622K
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-44- 1.14% |
$6.65K - $7.18K
|
3.82K
$901K
|
|
|
Oct 19, 2021
Q3 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-49- 0.88% |
$7.4K - $8K
|
5.54K
$1.31M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-51- 2.05% |
$7.71K - $8.33K
|
2.44K
$576K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-53- 3.46% |
$8.01K - $8.65K
|
1.48K
$350K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-60- 0.63% |
$9.07K - $9.8K
|
9.44K
$2.23M
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-60- 3.35% |
$9.07K - $9.8K
|
1.73K
$409K
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-63- 0.76% |
$9.52K - $10.3K
|
8.23K
$1.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-77- 2.41% |
$11.6K - $12.6K
|
3.12K
$737K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-80- 7.23% |
$12.1K - $13.1K
|
1.03K
$242K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-82- 1.9% |
$12.4K - $13.4K
|
4.23K
$999K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-83- 0.41% |
$12.5K - $13.6K
|
20K
$4.71M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-86- 33.86% |
$13K - $14K
|
168
$39.7K
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-87- 3.35% |
$13.1K - $14.2K
|
2.51K
$593K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-100- 2.46% |
$15.1K - $16.3K
|
3.96K
$935K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-102- 2.79% |
$15.4K - $16.7K
|
3.56K
$840K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-115- 31.51% |
$17.4K - $18.8K
|
250
$59K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-116Closed |
$17.5K - $18.9K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-137- 3.94% |
$20.7K - $22.4K
|
3.34K
$790K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-140- 0.52% |
$21.2K - $22.9K
|
26.9K
$6.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-218- 24.69% |
$32.9K - $35.6K
|
665
$157K
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
SELL
|
- |
-222- 12.18% |
$33.5K - $36.2K
|
1.6K
$378K
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-241- 7.76% |
$36.4K - $39.3K
|
2.86K
$676K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-322- 8.38% |
$48.7K - $52.6K
|
3.52K
$832K
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-334- 14.35% |
$50.5K - $54.5K
|
1.99K
$471K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-347Closed |
$52.4K - $56.7K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-389- 7.5% |
$58.8K - $63.5K
|
4.8K
$1.13M
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-400- 11.11% |
$60.4K - $65.3K
|
3.2K
$756K
|